Institutional Ownership Apartment Investment & Management CO (AIV)
This table provides information about the institutional ownership of Apartment Investment & Management CO (AIV). We have compiled data on the 229 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
175
shares
|
$1,349
0.0% of portfolio
|
Q2 2025
Reduced 59.21%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
149
shares
|
$1,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
144
shares
|
$1,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
133
shares
|
$1,025
0.0% of portfolio
|
Q2 2025
Reduced 57.64%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
125
shares
|
$963
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
116
shares
|
$894
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
112
shares
|
$863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
107
shares
|
$824
0.0% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
97
shares
|
$747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
95
shares
|
$732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
88
shares
|
$678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
88
shares
|
$678
0.0% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
65
shares
|
$501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
53
shares
|
$408
0.0% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
48
shares
|
$370
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
36
shares
|
$277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
13
shares
|
$100
0.0% of portfolio
|
Q4 2021
Reduced 68.29%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
13
shares
|
$100
0.0% of portfolio
|
Q2 2025
Reduced 98.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11
shares
|
$84
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8
shares
|
$61
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4
shares
|
$30
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1
shares
|
$7
0.0% of portfolio
|
Q4 2024
Reduced 97.96%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|